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    May 30, 2024: RASHRM EVENT: Bright Plan-Financial Wellness: The Key to Becoming a Great Place to Work

    Date: May 30, 2024, 8:00am – 9:30am
    Zach Rice, VP Professional Development and Lauren Stoklosa, VP Professional Development
    NIU Rockford
    8500 E State St
    Rockford, IL 61108
    No Cost for RASHRM Members - $50 for Non -Members
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    Thursday, May 30, 2024: RASHRM EVENT:

    BrightPlan-Financial Wellness: The Key to Becoming a Great Place to Work



    8:00-8:15: Members Register

    8:15-8:20: Welcome

    8:20-8:30: Word from Sponsor-UKG (Ultimate Kronos Group)- Nick LeNoble and Jake Verne

    8:30-9:30: Presenter: John Guy-Strategic Account Executive at BrightPlan



    John Guy is a Strategic Account Executive at BrightPlan, which takes a holistic approach through digital advising and CFPs, to help improve employee financial wellness. He has worked closely with HR leaders to solve their biggest people challenges resulting in improved retention, engagement, and productivity. 

    TITLE: "Financial Wellness: The Key to Becoming a Great Place to Work"

    Employees crave care and support to thrive. In the current market and economic landscape, financial concerns and well-being are taking center stage. These factors impact employees' productivity and focus at work and have a profound impact on their mental and physical health. Prioritizing financial wellness benefits not only your employees but also contributes to organizational success. In this session we’ll explore the critical areas where employees need support, with a particular focus on the financial needs of today’s workforce. The standard ‘financial wellness’ offering of a 401K or basic education just aren’t enough to solve the issues that employees are facing today. Drawing on real-world examples, we’ll provide insights into success metrics and ROI, showcasing how companies that invest in financial well-being initiatives experience enhanced employee retention and are well-positioned as great places to work. Don't miss this opportunity to learn a strategy that can revolutionize your workplace culture, foster a sense of belonging, and position your organization as a beacon of well-being - creating a workplace where all employees can thrive and bring their best selves to work.

    Key takeaways:

    ● How financial wellness contributes to overall employee wellness

    ● Examples of financial wellness ROI and impact metrics

    ● Proof points demonstrating improved culture and engagement


    UKG- (Ultimate Kronos Group)

    Nick LeNoble, Strategic Development Manager 

    Jake Verne, Account Executive



    We look forward to seeing you there!

    **Continuing Education Credits from SHRM and HRCI are in the process of being approved**